LSAG
Lake Street Advisors Group Portfolio holdings
AUM
$2.17B
This Quarter Return
+0%
1 Year Return
+16.98%
3 Year Return
+15.96%
5 Year Return
+55.68%
10 Year Return
–
AUM
$2.17B
AUM Growth
+$3.54M
(+0.16%)
Cap. Flow
+$38.9M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
39.44%
Holding
683
New
37
Increased
326
Reduced
191
Closed
34
Top Buys
| 1 |
Broadcom
AVGO
|
$9.2M |
| 2 |
Bain Capital Specialty
BCSF
|
$6.89M |
| 3 |
Vanguard Total Bond Market
BND
|
$5.75M |
| 4 |
Ares Management
ARES
|
$5.65M |
| 5 |
Eaton
ETN
|
$4.37M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$24.7M |
| 2 |
Freshworks
FRSH
|
$7.88M |
| 3 |
DraftKings
DKNG
|
$7.7M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$7.18M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$7.03M |
Sector Composition
| 1 | Technology | 11.69% |
| 2 | Financials | 5.59% |
| 3 | Utilities | 4.57% |
| 4 | Consumer Discretionary | 3.4% |
| 5 | Healthcare | 3.15% |
